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iShares MSCI Intl Value Factor ETF
IVLU

158 hedge funds and large institutions have $1.44B invested in iShares MSCI Intl Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

27% more funds holding

Funds holding: 124 → 158 (+34)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

13% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$167M)

2.29% less ownership

Funds ownership: 109.14% → 106.85% (-2.3%)

Holders
158
Holders Change
+34
Holders Change %
+27.42%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
51
Increased
57
Reduced
34
Closed
12
Calls
$307K
Puts
–
Net Calls
+$307K
Net Calls Change
+$307K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$21.2M
2
5L
55I LLC
Massachusetts
+$20.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$12.8M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$19M
2
MWM
Merriman Wealth Management
Washington
-$12.5M
3
PAS
Park Avenue Securities
New York
-$2.73M
4
CAI
Capital Advisors Inc
Oklahoma
-$1.98M
5
IDA
Intelligence Driven Advisers
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
151
HBC Financial Services
Washington
$8K – – –
PB
152
Pinnacle Bancorp
Nebraska
$8K +$52 +2 +0.7%
GI
153
Gradient Investments
Minnesota
$6K +$5.64K +218 New
SPIA
154
Steward Partners Investment Advisory
New York
$6K +$6.6K +255 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
SCA
156
Stonebridge Capital Advisors
Minnesota
$2K +$1.71K +66 New
FF
157
FourThought Financial
Florida
$1K – – –
PAS
158
Park Avenue Securities
New York
– -$2.73M -107,116 Closed
CI
159
CX Institutional
Indiana
– -$835K -32,806 Closed
WP
160
WealthShield Partners
North Carolina
– -$608K -23,912 Closed
IPW
161
Intergy Private Wealth
Colorado
– -$377K -14,804 Closed
Northern Trust
162
Northern Trust
Illinois
– -$305K -11,987 Closed
CCA
163
Conservest Capital Advisors
Pennsylvania
– -$270K -10,629 Closed
CAM
164
Cresset Asset Management
Illinois
– -$209K -8,196 Closed
FHA
165
First Horizon Advisors
Tennessee
– -$133K -5,239 Closed
PCG
166
Private Capital Group
Connecticut
– -$23K -890 Closed
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4K -161 Closed
FFG
168
Ford Financial Group
California
– -$1 -72 Closed
Citigroup
169
Citigroup
New York
– +$26 +1 New
3 4 5 6
7

IVLU Hedge Fund Activity: Q1 2022 in Review

158 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q1 2022, worth a combined $1.44B — up 13% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IVLU positions and 12 closed out — a net gain of 39 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $21.2M. The largest seller was Angeles Investment Advisors, cutting an estimated $19M.

  • 158 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q1 2022, up from 124 in Q4 2021.
  • Funds reported $1.44B of iShares MSCI Intl Value Factor ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Intl Value Factor ETF positions in Q1 2022 and 12 closed out, a net change of +39 holders.
  • The largest iShares MSCI Intl Value Factor ETF buyer in Q1 2022 was Bank of America, an estimated $21.2M added.
  • The largest iShares MSCI Intl Value Factor ETF seller in Q1 2022 was Angeles Investment Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2022.